It would be helpful if we could access tasks from all types of records in the same way we can with notes. For instance, when adding a task from a person record, we should be able to link it to the project to which it is related.
It would also be helpful to actually see scheduled tasks from a person's record as well as in a more prominent location on the project record.
The ability to add tasks to multiple records from the main person screen would be very useful. You can add a note here, send an email, etc, but you can't add a task. This would be another location where we should be able to select which records to associate to the task, such as the project, deal, candidate, or client.
One idea would be to have a checkbox field when creating a note that would allow you to create a task associated with the note. This would be the easiest way and would link any notes associated with the task as well.
If we could define our own task types, we could better map to our own workflow. We can do this with notes, why not with tasks.
Finally, better options for sorting and filtering the task list would be useful.
Michael Scott
It would also be great to have Tasks on your dashboard.
I'd like for our team to be able to assign scheduling tasks through CW for our coordinators, and they have view to all assigned tasks on their dashboard, without having to go into each individual search to see what their tasks are. Cumbersome...
Associating tasks to Notes would be helpful. Either the option to create a task when making a Note, or Create a Note when making or completing a task.